XPX Long Island - Pre-Transaction Estate Planning

Please join us for our monthly breakfast meeting! We will begin with our usual networking, and our content will cover estate planning for businesses owners. We will review the basics, as well as more complex pre-transaction planning techniques that can help save taxes and protect wealth.

Our Speakers:

Stephanie M. Alberts
Partner
Forchelli Deegan Terrana LLP

Stephanie M. Alberts is a Partner at Forchelli Deegan Terrana LLP. She co-chairs the firm’s Trusts & Estates practice group. Ms. Alberts’ practice includes the development of an individualized estate plan for each client which adheres to that client’s estate planning objectives. She routinely prepares Wills, Trusts and other estate planning documents and has extensive knowledge of estate, gift and generation-skipping transfer tax as well as income tax issues related to estate planning.

Elizabeth Sohmer, CFA
Director, Wealth Strategies
Bernstein Private Wealth Management

Elizabeth Sohmer is a Director and Vice President in Bernstein’s Wealth Strategies Group. She works closely with high-net-worth clients, particularly entrepreneurs and private business owners, as well as their professional advisors, on complex planning issues such as pre-transaction planning, multigenerational wealth transfer, family engagement and education, philanthropy, retirement planning, and asset allocation.

Moderator:

Samuel Heyman
Vice President
AllianceBernstein

Registration Fees:

Long Island & Tri-State Members in good standing are complimentary.  Registration is required for venue security access and so we have an accurate headcount for catering planning.

 XPX Chapter Network Members Early Bird (through 4/28) – $65.00
 XPX Chapter Network Members Regular Fee - $75.00
 XPX Chapter Network Members Same Day/Walk-in Fee – $85.00

Non-Members Early Bird (through 4/28) – $75.00
Non-members Regular Fee – $90.00
Non-members Same Day/Walk-in Fee - $100.00

Join our membership today!

Breakfast will be served.

BRING A FIRST TIME GUEST TO XPX!

First Time Guest:  Complimentary pass for potential members to a first XPX event.  Member referral is required. Member (not guest) must email angie@exitplanningexchange.com to register a FIRST TIME guest.